Q: Kindly comment on CJ's 2023 Q1 results and also on if the downgrade by RBC is justified. Thanks.
Read Answer Asked by Victor on May 17, 2023-
StorageVault Canada Inc. (SVI)
-
AutoCanada Inc. (ACQ)
-
Exco Technologies Limited (XTC)
-
Leon's Furniture Limited (LNF)
-
Tamarack Valley Energy Ltd. (TVE)
-
Chesswood Group Limited (CHW)
-
Reitmans (Canada) Limited (RET.A)
-
Cardinal Energy Ltd. (CJ)
-
North American Construction Group Ltd. (NOA)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Richelieu Hardware Ltd. (RCH)
-
Data Communications Management Corp. (DCM)
-
Geodrill Limited Ordinary Shares (GEO)
-
ECN Capital Corp. (ECN)
-
Stelco Holdings Inc. (STLC)
-
Atlas Engineered Products Ltd. (AEP)
-
WELL Health Technologies Corp. (WELL)
-
Sagicor Financial Company Ltd. (SFC)
-
Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
-
Quipt Home Medical Corp. (QIPT)
-
Propel Holdings Inc. (PRL)
-
ADENTRA Inc. (ADEN)
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Read Answer Asked by Dan on April 24, 2023
Q: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.
Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.